First Citizens Bancshares Inc
FCNCA- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000798941
In the last 90 days, First Citizens Bancshares Inc insiders filed 1 open-market purchase and 1 sale; 626 institutions reported holding it in 13F filings for Q2 2026, worth $13.8B in total; superinvestors Harris Associates (Oakmark) and Coatue Management hold it.
13F holders, Q4 2021
Institutional positions in First Citizens Bancshares Inc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 242
- +30 vs. Q3 2021
- Shares held
- 5.50M
- +114.9K (+2.1%) vs. Q3 2021
- Total value
- $4.56B
- +$23.2M (+0.5%) vs. Q3 2021
- New holders
- 52
- 62 more added
- Sold out
- 22
- 80 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FCNCA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 626 | $13.8B |
| Q1 2026 | 603 | $13.2B |
| Q4 2025 | 652 | $15.5B |
| Q3 2025 | 622 | $13.0B |
| Q2 2025 | 604 | $15.8B |
| Q1 2025 | 611 | $15.3B |
| Q4 2024 | 617 | $17.8B |
| Q3 2024 | 590 | $16.0B |
| Q2 2024 | 575 | $15.1B |
| Q1 2024 | 556 | $14.5B |
| Q4 2023 | 547 | $12.4B |
| Q3 2023 | 498 | $12.3B |
| Q2 2023 | 472 | $11.7B |
| Q1 2023 | 411 | $9.13B |
| Q4 2022 | 395 | $6.88B |
| Q3 2022 | 368 | $7.77B |
| Q2 2022 | 343 | $6.98B |
| Q1 2022 | 354 | $6.91B |
| Q4 2021 | 242 | $4.56B |
| Q3 2021 | 215 | $4.54B |
| Q2 2021 | 218 | $4.26B |
| Q1 2021 | 213 | $3.80B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cambridge Trust Co | 1 | $1.00K | 0.00% | +1 | New |
| Reilly Financial Advisors, LLC | 1 | $1.00K | 0.00% | +1 | New |
| BDO Wealth Advisors, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Meeder Asset Management Inc | 3 | $2.00K | 0.00% | −1−25.0% | Reduced |
| Federated Hermes, Inc. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 2 | $2.00K | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Schubert & Co | 3 | $2.00K | 0.00% | +3 | New |
| JJJ Advisors Inc. | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 6 | $5.00K | 0.00% | −1−14.3% | Reduced |
| Denali Advisors LLC | 7 | $6.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $8.00K | 0.01% | +9 | New |
| Dark Forest Capital Management LP | 11 | $9.00K | 0.00% | −23−67.6% | Reduced |
| Versant Capital Management, Inc | 11 | $9.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 22 | $18.0K | 0.00% | +22 | New |
| Tower Research Capital LLC (TRC) | 23 | $19.0K | 0.00% | −437−95.0% | Reduced |
| Rockefeller Capital Management L.P. | 26 | $21.0K | 0.00% | −1−3.7% | Reduced |
| State of Wyoming | 33 | $27.0K | 0.01% | −12−26.7% | Reduced |
| CoreCap Advisors, LLC | 37 | $31.0K | 0.00% | +37 | New |
| Ci Investments Inc. | 40 | $33.0K | 0.00% | +24+150.0% | Added |
| Point72 Hong Kong Ltd | 45 | $37.0K | 0.00% | +45 | New |
| Parallel Advisors, LLC | 51 | $42.0K | 0.00% | −10−16.4% | Reduced |
| Harvest Fund Management Co., Ltd | 62 | $50.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 65 | $54.0K | 0.00% | −2−3.0% | Reduced |
| First Bank & Trust | 68 | $56.0K | 0.02% | +9+15.3% | Added |
| Tilia Fiduciary Partners, Inc. | 67 | $56.0K | 0.04% | +67 | New |
| Fortis Advisors, LLC | 75 | $62.0K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $83.0K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 113 | $94.0K | 0.00% | −18−13.7% | Reduced |
| Metropolitan Life Insurance Co | 121 | $100.4K | 0.00% | +1+0.8% | Added |
| US Bancorp | 126 | $105.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 145 | $120.0K | 0.00% | +26+21.8% | Added |
| SG Americas Securities, LLC | 155 | $129.0K | 0.00% | −8−4.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 160 | $133.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 165 | $137.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 192 | $159.0K | 0.03% | +192 | New |
| Guggenheim Capital LLC | 246 | $204.0K | 0.00% | −351−58.8% | Reduced |
| Stifel Financial Corp | 249 | $206.0K | 0.00% | −11−4.2% | Reduced |
| Community Capital Management, Inc. | 300 | $207.0K | 0.22% | +50+20.0% | Added |
| Oak Harbor Wealth Partners, LLC | 250 | $207.0K | 0.07% | +250 | New |
| Symmetry Partners, LLC | 251 | $208.0K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 253 | $210.0K | 0.01% | −27−9.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 257 | $213.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 256 | $213.0K | 0.00% | +256 | New |
| Forum Financial Management, LP | 258 | $214.0K | 0.01% | +258 | New |
| Verition Fund Management LLC | 260 | $216.0K | 0.00% | +260 | New |
| Bragg Financial Advisors, Inc | 268 | $226.0K | 0.01% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 291 | $241.0K | 0.12% | +291 | New |
| Oppenheimer Asset Management Inc. | 292 | $242.0K | 0.00% | +40+15.9% | Added |
| D.A. Davidson & Co. | 300 | $249.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $249.0K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $249.0K | 0.48% | +300 | New |
| Prudential Financial Inc | 303 | $251.0K | 0.00% | −40−11.7% | Reduced |
| Great West Life Assurance Co | 306 | $253.0K | 0.00% | −75,232−99.6% | Reduced |
| American Trust | 306 | $254.0K | 0.02% | +306 | New |
| LPL Financial LLC | 339 | $281.0K | 0.00% | +339 | New |
| Macquarie Group Ltd | 340 | $282.0K | 0.00% | −32−8.6% | Reduced |
| Smith, Salley & Associates | 350 | $290.0K | 0.02% | 00.0% | Unchanged |
| United Bank | 351 | $291.0K | 0.04% | 00.0% | Unchanged |
| Pictet Asset Management SA | 360 | $299.0K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 360 | $299.0K | 0.00% | 00.0% | Unchanged |
| H. L. Ormond & Company, LLC | 400 | $323.0K | 0.38% | +400 | New |
| Gotham Asset Management, LLC | 399 | $331.0K | 0.01% | +399 | New |
| Bartlett & Co. Wealth Management LLC | 400 | $331.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 400 | $332.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 410 | $340.0K | 0.00% | +10+2.5% | Added |
| Canandaigua National Corp | 414 | $344.0K | 0.05% | −40−8.8% | Reduced |
| Cetera Advisor Networks LLC | 424 | $352.0K | 0.00% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 406 | $360.0K | 0.07% | +406 | New |
| Braun-Bostich & Associates Inc. | 406 | $360.0K | 0.09% | +406 | New |
| Two Sigma Securities, LLC | 471 | $391.0K | 0.08% | −43−8.4% | Reduced |
| Creative Planning | 474 | $394.0K | 0.00% | −187−28.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 481 | $399.0K | 0.00% | +50+11.6% | Added |
| Triangle Securities Wealth Management | 485 | $402.0K | 0.13% | −20−4.0% | Reduced |
| Pettinga Financial Advisors, LLC | 485 | $402.0K | 0.10% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 491 | $408.0K | 0.01% | −26−5.0% | Reduced |
| Cardinal Capital Management | 498 | $413.0K | 0.08% | 00.0% | Unchanged |
| Summit Global Investments | 500 | $415.0K | 0.03% | +500 | New |
| North Reef Capital Management LP | 500 | $415.0K | 0.19% | +500 | New |
| Maryland State Retirement & Pension System | 504 | $418.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 505 | $419.0K | 0.30% | −50−9.0% | Reduced |
| Physicians Financial Services, Inc. | 520 | $432.0K | 0.16% | +120+30.0% | Added |
| Mill Capital Management, LLC | 525 | $436.0K | 0.04% | +525 | New |
| Jefferies Group LLC | 554 | $459.7K | 0.01% | −446−44.6% | Reduced |
| Jane Street Group, LLC | 556 | $461.0K | 0.00% | −1,832−76.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 574 | $466.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 562 | $467.0K | 0.00% | +68+13.8% | Added |
| XTX Topco Ltd | 582 | $483.0K | 0.27% | +582 | New |
| Illinois Municipal Retirement Fund | 600 | $498.0K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 602 | $500.0K | 0.02% | +2+0.3% | Added |
| Holderness Investments Co | 606 | $503.0K | 0.15% | 00.0% | Unchanged |
| Shell Asset Management Co | 613 | $509.0K | 0.01% | +7+1.2% | Added |
| Deutsche Bank AG | 616 | $511.0K | 0.00% | −215−25.9% | Reduced |
| ProShare Advisors LLC | 616 | $511.0K | 0.00% | −7−1.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 620 | $515.0K | 0.02% | 00.0% | Unchanged |